Emilie Andres

emilie-andres

Financial Planning Representative

CFP®

Emilie has always had a passion for helping others which led her to financial planning and earning her CFP® certification after a successful career in the corporate world.  At Statheros, when Emilie is not working with Jake or Dan to support their clients, you will find Emilie working with her own clients, educating and helping them to set financial goals and a plan to achieve them.

Out of the Office

With a love of financial planning, Emilie volunteers her time providing pro bono financial planning with Advisors Give Back and is involved in the local Financial Planning Association.

Living close to Folsom’s bike paths, she spends time either walking or riding the trails with friends.  She has traveled extensively, has lived overseas and looks forward to every planned adventure.

Education & Certifications

  • University of the Pacific - Bachelor of Science, Finance

  • Indiana University - MBA

  • Certified Financial Planner (CFP®)